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Gallagher Capital Advisors’s Phillips 66 PSX Stock Holding History

Gallagher Capital Advisors’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$235K Buy
1,854
+19
+1% +$2.41K 0.19% 57
2025
Q1 		$227K Buy
1,835
+18
+1% +$2.22K 0.17% 62
2024
Q4 		$207K Buy
+1,817
New +$207K 0.15% 63